Crestwood Advisors Group LLC ETFs

Crestwood Advisors Group LLC

$5.4 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWR Ishares Russell Mid Cap ETF	$0	$471,000 0.01% of portfolio	5,129	Q2 2025 Added 59.98%
SCHF Schwab Strategic Tr Intl Eqty	$0	$463,000 0.01% of portfolio	20,986	Q2 2025 Added 1.61%
ESGD Ishares Trust Ishares Esg Awar	$0	$463,000 0.01% of portfolio	5,192	Q2 2025 Added 17.73%
IEF Ishares Barclays	$0	$433,000 0.01% of portfolio	4,529	Q2 2025 Reduced 16.61%
DFAC Dimensional ETF Tr U S Core Eq	$0	$401,000 0.01% of portfolio	11,193	Q2 2025 Reduced 14.78%
HYG Ishares Tr	$0	$398,000 0.01% of portfolio	4,942	Q4 2024 Added 34.84%
JNK Spdr Bloomberg High Yield Bond	$0	$383,000 0.01% of portfolio	3,942	Q1 2025 Reduced 0.03%
NYF Ishares New York Muni Bond ETF	$0	$382,000 0.01% of portfolio	7,333	Q1 2025 Reduced 2.65%
RSP Invesco S&P 500 Equal Weight E	$0	$381,000 0.01% of portfolio	2,099	Q2 2025 Added 13.52%
QQQM Invesco Exchange Traded Fd Tr	$0	$365,000 0.01% of portfolio	1,609	Q2 2025 Reduced 31.3%
XLU Utilities Sector Spdr	$0	$337,000 0.01% of portfolio	4,129	Q2 2025 Added 2.51%
VXUS Vanguard Star Fd Vanguard Tota	$0	$331,000 0.01% of portfolio	4,791	Q2 2025 Added 3.01%
VV Vanguard Large Cap ETF	$0	$331,000 0.01% of portfolio	1,162	Q4 2024 Added 1.04%
VDC Vanguard Consumer Staples ETF	$0	$326,000 0.01% of portfolio	1,491	Q2 2025 Added 0.54%
SCHA Schwab Strategic Tr Us Small C	$0	$325,000 0.01% of portfolio	12,873	Q2 2025 Added 27.18%
BOND Pimco Active Bond Exchange Tra	$0	$324,000 0.01% of portfolio	3,518	Q1 2025 Added 24.84%
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$324,000 0.01% of portfolio	3,090	Q2 2025 Added 0.82%
IWN Ishares Russell2000 Val ETF	$0	$318,000 0.01% of portfolio	2,016	Q1 2025 Reduced 1.9%
VDE Vanguard Energy ETF	$0	$313,000 0.01% of portfolio	2,630	Q2 2025 Reduced 27.17%
VHT Vanguard Health Care ETF	$0	$310,000 0.01% of portfolio	1,249	Q2 2025 Reduced 24.94%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$300,000 0.01% of portfolio	3,970	Q1 2025 Added 6.92%
BIV Vanguard Bd Index Fd Inc Inter	$0	$284,000 0.01% of portfolio	3,675	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$278,000 0.01% of portfolio	2,104	Q4 2024 Added 3.7%
XLC Select Sector Spdr Tr Communic	$0	$252,000 0.0% of portfolio	2,330	Q2 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$63.5B	$250,000 0.0% of portfolio	2,950	Q2 2025 New
SRLN Ssga Active Trust	$0	$249,000 0.0% of portfolio	6,011	Q4 2024 New
IEV Ishares Tr Europe ETF	$0	$245,000 0.0% of portfolio	3,877	Q2 2025 New
VNQ Vanguard Specialized Funds Van	$0	$227,000 0.0% of portfolio	2,557	Q2 2025 Reduced 0.58%
NOBL Proshares S&P 500 Dividend Ari	$0	$221,000 0.0% of portfolio	2,201	Q2 2025 Reduced 4.1%
SCHG Schwab Strategic Tr Us Large C	$0	$204,000 0.0% of portfolio	7,006	Q2 2025 New
IYW Ishares Dj Us Tech ETF	$0	$203,000 0.0% of portfolio	1,173	Q2 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.